KGICX Rating, Research - Forward Global Infrastructure C

Forward Global Infrastructure C (kgicx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 21

Threats + Weaknesses = 12

When strengths & opportunities substantially exceed threats & weaknesses an investment in the kgicx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Forward Global Infrastructure C (KGICX) Description: KGICX is a mutual fund, which is an investment that owns a basket of assets. The KGICX mutual fund was provided by Forward and this investment vehicle derives the majority of its value from equity holdings (stocks). Forwards mutual fund has a medium management tenure and is in the small fund size classification. KGICXs minimum initial investment amount is $4000 while the IRA minimum is $4000. KGICXs expense ratio is roughly 2%. The latest KGICXs front end load was 0% and the back end load was 1%. The Forward Global Infrastructure C (KGICX) mutual fund falls under the world stock category. KGICX focuses its investments in EU and USA and KGICX is not affiliated with a particular industry or fund sector. The Forward Global Infrastructure C (KGICX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find KGICXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of KGICXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks the highest level of total return consistent with a very aggressive level of risk. The fund invests primarily 95% to 100% of assets in various equity securities (see equity research) diversified in style, market capitalization, and geographic location. It also invests less than 5% of assets in cash investment. While This investment vehicle is non-diversified, it invests in diversified underlying holdings.

Management Analysis Update

Performance Analysis Update